FHI Federated Hermes, Inc.
Federated Hermes, Inc. engages in the provision of investment management products and related financial services. It sponsors, markets and provides investment-related services to sponsored investment companies, Federated Funds, and Separate Accounts which include separately managed accounts (SMAs), institutional accounts, sub-advised funds and other managed products in both domestic and international markets. The company was founded by John F. Donahue and Richard B. Fisher in October 1955 and is headquartered in Pittsburgh, PA.
Company profile
Ticker
FHI, FII
Exchange
Website
CEO
John Christopher Donahue
Employees
Incorporated
Location
Fiscal year end
Sector
Industry (SIC)
Former names
FEDERATED INVESTORS INC /PA/
SEC CIK
Corporate docs
IRS number
251111467
SEC advisor number
801-78591
FINRA CRD number
169087
AUM ?
$19.96B
(as of 26 Jun 20)
Accounts
10
(as of 26 Jun 20)
Employees
16
(10 investment advisory or research)
Address
Federated Hermes
1001 LIBERTY AVENUE
PITTSBURGH
PA 15222
1001 LIBERTY AVENUE
PITTSBURGH
PA 15222
Phone
4122881900
FHI stock data
()
Investment data
| Top 50 of 2216 long holdings End of quarter 30 Jun 20 |
Value |
#Shares |
|---|---|---|
| $1.3B | 6.05M | |
| $644.7M | 6.57M | |
| $641.66M | 11.3M | |
| $639.86M | 11.61M | |
| $597.94M | 19.78M | |
| $581.3M | 2.86M | |
| $553.09M | 7.89M | |
| $516.2M | 187.11K | |
| $499.84M | 6.16M | |
| $499.79M | 5.6M | |
| $496.65M | 4.47M | |
| $440.14M | 13.46M | |
| $415.58M | 9.29M | |
| $404.9M | 5.07M | |
| $376.27M | 8.07M | |
| $358.19M | 1.53M | |
| $340.24M | 6.56M | |
| $339.83M | 2.57M | |
| $331.98M | 910.04K | |
| $319.17M | 4.08M | |
| $318.64M | 4.12M | |
| $284.14M | 6.36M | |
| $283.91M | 299.1K | |
| $280.48M | 1.42M | |
| $275.86M | 10.68M | |
| $266.64M | 5.33M | |
| $254.64M | 179.57K | |
| $251.29M | 620.38K | |
| $245.65M | 2.03M | |
| $245.16M | 6.38M | |
| $240.87M | 1.25M | |
| $237.5M | 585.85K | |
| $229.94M | 2.19M | |
| $228.68M | 969.54K | |
| $228.19M | 3.55M | |
| $210.81M | 1.52M | |
| $191.54M | 269.52K | |
| $183.91M | 589.42K | |
| $181.71M | 1.36M | |
| $179.12M | 956.15K | |
| $175.48M | 1.31M | |
| $174.42M | 2.22M | |
| $170.05M | 13.96M | |
| $169.71M | 2.21M | |
| $165.55M | 1.81M | |
| $163.36M | 1.99M | |
| $163.01M | 299.6K | |
| $157.78M | 794.07K | |
| $155.91M | 622.36K | |
| $150.32M | 260.13K |
Holdings list only includes long positions.
Only includes long positions.
Calendar
4 Aug 20
30 Sep 20
31 Dec 20
News
Financial summary
| Quarter (USD) | Jun 20 | Mar 20 | Sep 19 | Jun 19 | |
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| Diluted EPS |
| Annual (USD) | Dec 19 | Dec 18 | Dec 17 | Dec 16 | |
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Financial data from company earnings reports.
Recent insider trades
| Date | Owner | Security | Transaction | Code | 10b5-1 | $Price | #Shares | $Value | #Remaining |
|---|---|---|---|---|---|---|---|---|---|
| 25 Sep 20 | J Christopher Donahue | Class B Common Stock | Other | Dispose J | No | 0 | 1,010 | 0 | 476,502 |
| 25 Sep 20 | J Christopher Donahue | Class B Common Stock | Other | Dispose J | No | 0 | 156 | 0 | 1,436,840 |
| 25 Sep 20 | Donahue Thomas R | Class B Common Stock | Other | Dispose J | No | 0 | 469 | 0 | 64,579 |
| 25 Sep 20 | Donahue Thomas R | Class B Common Stock | Other | Dispose J | No | 0 | 903 | 0 | 72,306 |
| 25 Sep 20 | Donahue Thomas R | Class B Common Stock | Other | Dispose J | No | 0 | 1,181 | 0 | 20,086 |
| 25 Sep 20 | Donahue Thomas R | Class B Common Stock | Other | Dispose J | No | 0 | 388 | 0 | 696,188 |
| 24 Sep 20 | Donahue Thomas R | Class B Common Stock | Gift | Dispose G | No | 0 | 21,375 | 0 | 690,872 |
| 18 Aug 20 | J Christopher Donahue | Class B Common Stock | Gift | Dispose G | No | 0 | 50,400 | 0 | 1,434,698 |
| 4 Aug 20 | Van Meter Stephen | Class B Common Stock | Sell | Dispose S | No | 26.0481 | 423 | 11.02K | 28,939 |
| 26 May 20 | Germain Peter J | Class B Common Stock | Sell | Dispose S | No | 23.4353 | 350 | 8.2K | 135,497 |
Institutional ownership Q2 2020
79.0% owned by funds/institutions
13F holders |
Current |
|---|---|
| Total holders | 272 |
| Opened positions | 38 |
| Closed positions | 32 |
| Increased positions | 95 |
| Reduced positions | 102 |
13F shares |
Current |
|---|---|
| Total value | 5.66B |
| Total shares | 79.1M |
| Total puts | 25K |
| Total calls | 124K |
| Total put/call ratio | 0.2 |
Largest owners |
Shares | Value |
|---|---|---|
| BLK BlackRock | 12.9M | $305.82M |
| Vanguard | 9.37M | $222.07M |
| Schneider Downs Wealth Management Advisors | 6.27M | $148.6M |
| GWL Great West Life Assurance | 4.89M | $115.51M |
| STT State Street | 3.24M | $76.8M |
| Dimensional Fund Advisors | 2.86M | $67.74M |
| BK Bank of New York Mellon | 2.26M | $53.48M |
| IVZ Invesco | 1.73M | $41.05M |
| Charles Schwab Investment Management | 1.64M | $38.84M |
| Geode Capital Management | 1.63M | $38.59M |
Content analysis
?
| Positive | ||
| Negative | ||
| Uncertain | ||
| Constraining | ||
| Legalese | ||
| Litigous | ||
| Readability |
H.S. junior Bad
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New words:
abrupt, aggressive, aibit, AIFM, AIFMD, air, Angela, arbitrary, ARRC, assumption, auto, big, bottom, Bulletin, Bureau, car, card, central, CFPB, Chancellor, CMO, consecutive, decontamination, deployment, diagnosed, diversified, Edwin, endeavoring, EOS, ERISA, evolving, ExhI, expedite, Fannie, faster, fishing, Freddie, growing, hot, hotel, IDD, immaterial, Impartial, intensify, IRS, knowledge, learning, legislature, lessen, Mac, machine, Mae, match, Merkel, mortgage, notification, offshore, OFR, organizational, Paycheck, pertained, PF, precedent, priority, propriety, quarantining, recognition, recover, recovered, recovery, regularly, reinstated, reinsurance, reopen, reportedly, rescheduled, sanitizer, shaking, shipping, slipped, soap, Solvency, spending, spike, spiked, spring, steep, Street, student, Study, suitability, summer, teleconference, timetable, usage, USD, Wall, wearing, wind, won, yearly
Removed:
adding, agree, ahead, broker, call, called, Clayton, collateral, confirmed, contingency, continuously, coupon, discount, encourage, entitled, exacerbated, feedback, illiquid, interval, Jay, managing, maturity, persisted, postponed, principally, profile, promulgated, recommendation, retained, slower, tender, told
Financial reports
10-Q
2020 Q2
Quarterly report
4 Aug 20
10-Q
2020 Q1
Quarterly report
6 May 20
10-K
2019 FY
Annual report
21 Feb 20
10-Q
2019 Q3
Quarterly report
1 Nov 19
10-Q
2019 Q2
Quarterly report
31 Jul 19
10-Q
2019 Q1
Quarterly report
1 May 19
10-K
2018 FY
Annual report
22 Feb 19
10-Q
2018 Q3
Quarterly report
30 Oct 18
10-Q
2018 Q2
Quarterly report
27 Jul 18
10-Q
2018 Q1
Quarterly report
27 Apr 18
Current reports
8-K
Federated Hermes, Inc. Reports Second Quarter 2020 Earnings
31 Jul 20
8-K
Federated Hermes, Inc. Reports First Quarter 2020 Earnings
30 Apr 20
8-K
Federated Hermes, Inc.’s Board of Directors Approves Teleconference Annual Meeting
2 Apr 20
8-K
Other Events
18 Mar 20
8-K
Amendments to Articles of Incorporation or Bylaws
3 Feb 20
8-K
Federated Investors, Inc. Reports Fourth Quarter and Full-Year 2019 Earnings
30 Jan 20
8-K
Federated Investors, Inc. Reports Third Quarter 2019 Earnings
25 Oct 19
8-K
Federated Investors, Inc. Reports Second Quarter 2019 Earnings; Managed Assets Reach Record $502.2 billion
26 Jul 19
8-K
Entry into a Material Definitive Agreement
7 May 19
8-K
Federated Investors, Inc. Reports First Quarter 2019 Earnings
26 Apr 19
Registration and prospectus
S-8
Registration of securities for employees
30 Apr 18
S-8
Registration of securities for employees
2 May 11
S-8
Registration of securities for employees
27 Jul 06
S-8 POS
Registration of securities for employees (post-effective amendment)
17 May 01
S-8 POS
Registration of securities for employees (post-effective amendment)
17 May 01
425
Business combination disclosure
26 Jun 00
425
Business combination disclosure
26 Jun 00
425
Business combination disclosure
26 Jun 00
425
Business combination disclosure
26 Jun 00
425
Business combination disclosure
26 Jun 00
Proxies
DEF 14C
Information statement
19 Mar 20
DEF 14C
Information statement
14 Mar 19
DEF 14C
Information statement
15 Mar 18
DEF 14C
Information statement
15 Mar 17
DEF 14C
Information statement
16 Mar 16
DEF 14C
Information statement
11 Mar 15
DEF 14C
Information statement
10 Mar 14
DEF 14C
Information statement
13 Mar 13
DEF 14C
Information statement
12 Mar 12
DEF 14C
Information statement
17 Mar 11
Other
UPLOAD
Letter from SEC
11 Feb 13
CORRESP
Correspondence with SEC
18 Jan 13
CORRESP
Correspondence with SEC
14 Jan 13
UPLOAD
Letter from SEC
31 Dec 12
UPLOAD
Letter from SEC
5 Dec 11
CORRESP
Correspondence with SEC
28 Nov 11
CORRESP
Correspondence with SEC
14 Nov 11
UPLOAD
Letter from SEC
7 Nov 11
UPLOAD
Letter from SEC
11 May 10
CORRESP
Correspondence with SEC
5 May 10
Ownership
4
FEDERATED HERMES / J CHRISTOPHER DONAHUE ownership change
28 Sep 20
4
FEDERATED HERMES / THOMAS R DONAHUE ownership change
28 Sep 20
4
FEDERATED HERMES / J CHRISTOPHER DONAHUE ownership change
19 Aug 20
13F-HR
Quarterly holdings report by institutional manager
13 Aug 20
SC 13G/A
New Fortress Energy / FEDERATED HERMES ownership change
10 Aug 20
SC 13G/A
ARYA SCIENCES ACQUISITION / FEDERATED HERMES ownership change
10 Aug 20
4
FEDERATED HERMES / Meter Stephen Van ownership change
4 Aug 20
4
FEDERATED HERMES / Peter J Germain ownership change
26 May 20
4
FEDERATED HERMES / Paul A Uhlman ownership change
22 May 20
13F-HR
Quarterly holdings report by institutional manager
13 May 20